Wealth Advisor

Wealth Advisor | Milwaukee *The role offers a competitive base salary with additional bonus potential A top-tier RIA in Milwaukee is seeking a Wealth Advisor to partner with Senior Advisors in designing customized financial plans for high-net-worth clients. This in-office role comes with an exceptional benefits package, including fully funded health and dental insurance, HSA matching, a 401k with both traditional and Roth options, and the potential for profit-sharing and matching. Additionally, enjoy the peace of mind provided by an employer-funded cash balance pension plan. Responsibilities: Partner with Senior Advisors to develop comprehensive financial plans tailored to each client's needs Participate in client meetings; effectively prepare and present financial planning concepts Monitor and review clients' portfolios, providing regular updates and recommendations to ensure goals are met Cultivate and expand existing client relationships, adding assets under management and identifying opportunities for additional services and referral network growth Respond promptly to client inquiries, delivering exceptional customer service and offering advice on suitable financial products within the context of their overall plans Requirements: 3+ years of experience in the financial planning or investment industry Series 65 or 66, along with a CFP designation, is required Strong verbal and written communication skills; proven ability to thrive in a team environment Experience with Schwab, Tamarac, and eMoney is a plus The firm offers a competitive base salary of $100k-$150k, enhanced by a generous discretionary bonus. The final offer will be tailored to reflect the applicant's distinct expertise, credentials, and qualifications.

Created: 2024-11-05